Robin Pinkham is the principal of Robin Pinkham Investment Advisory, LLC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been managing his own advisory firm since 2009 and has also worked with Westport Resources Management and Westport Resources Investment Services since 2003. Outside of his advisory work, he volunteers at Crosby Commons, an assisted living facility in Shelton, CT, where he gives monthly investment talks to residents. Robin Pinkham Investment Advisory, LLC provides individualized portfolio management services primarily for a high-net-worth individual client, overseeing approximately $500,000 in assets. The firm emphasizes direct portfolio management and ongoing account oversight, serving a single client with a client-focused approach uncommon among similar advisers.

Michael Choniski is the sole advisor at Trendhaven Investment Management, LLC, an independent firm based in Fairfield, CT. He holds a Series 65 designation and has 12 years of industry experience. Outside his role at Trendhaven, he occasionally provides business planning and development services. Trendhaven Investment Management offers discretionary portfolio management primarily to experienced investors, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an absolute-return, trend-following investment approach that uses licensed technical analytics and back-tested signals to manage allocations mainly between high-yield U.S. corporate bond funds and cash or money-market instruments.

Frederick Lake is a financial advisor with Crito Capital Advisers LLC and holds a Series 63 designation. He has 32 years of industry experience, including over three decades at Lake Partners, Inc., along with roles at F/M Investments, LLC and as a sole proprietor. In addition to advisory work, he operates Narrative Alpha, providing financial writing and communications services. Crito Capital Advisers LLC is a small firm with four advisors, focusing on personalized investment strategies for its clients.

Lisa Snyderman is a financial advisor at Crito Capital Advisers LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms including UBS Financial Services and Robus Capital Partners. Snyderman also operates a customized compliance consulting firm serving broker-dealers and registered investment advisors. Crito Capital Advisers LLC is a supported firm with a team of four advisors.

Theodore Gillman is a CFA® charterholder with 25 years of industry experience. He has served at Crito Capital LLC since 2012 and currently holds multiple leadership roles in affiliated investment firms across the US, UK, and Portugal. His positions include CEO, managing principal, and company secretary within these organizations. Crito Capital Advisers LLC is a supported firm based in Westport, CT, with four advisors. The firm focuses on investment management and operates internationally through several affiliated entities.